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2023 Capstone Cares Comfort & Joy Holiday Food Drive

2023 Capstone Cares Comfort & Joy Holiday Food Drive

2023 Capstone Cares Comfort & Joy Holiday Food Drive Our 4th Annual Holiday Food Drive will be collecting items for Arlington Food Assistance Center (AFAC) beginning November 20. AFAC distributes nutritious groceries to families in need every week. A wish list of AFAC’s most needed items has been created on Amazon. Simply go to Amazon …

Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services

Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services

Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services Capstone Strategic, Inc. (Capstone) announced today that Achieva Credit Union of Dunedin, Florida recently acquired Canella Insurance Services of Tampa. The acquisition took place through Achieva’s credit union service organization, Achieva Insurance Agency. Achieva was advised by Capstone throughout the prospect selection …

Capstone Strategic Announces External Growth Program Partnership with CCUA

Capstone Strategic Announces External Growth Program Partnership with CCUA

Capstone Strategic Announces External Growth Program Partnership with CCUA Capstone Strategic Inc. (Capstone) announced today the creation of an external growth program for credit unions developed in partnership with the Cooperative Credit Union Association (CCUA). The focus of the joint program is to offer external growth thought leadership and education to CCUA’s member credit unions, …

The Verdict is In on the Sell Side: Business Valuation Basics

The Verdict is In on the Sell Side: Business Valuation Basics

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. It serves as the compass that guides decision-makers through the financial wilderness of corporate transactions. Today, we will delve into the intricate art and science of …

Article | If you want Gen Z members tomorrow, start reaching out to them today

Article | If you want Gen Z members tomorrow, start reaching out to them today

Article | If you want Gen Z members tomorrow, start reaching out to them today Born between the years 1997 and 2012, the demographic given the moniker “Gen Z” now comprises more than one-quarter of the world’s population. Gen Z members are true digital natives, adept at sailing oceans of data. They have also made …

CU-nnecting Gen Z: The Next Generation of CUs

CU-nnecting Gen Z: The Next Generation of CUs

CU-nnecting Gen Z: The Next Generation of CUs Please join us on September 13 for our next credit union themed webinar, “CU-nnecting Gen Z: The Next Generation of CUs.” Join Capstone Partner John Dearing, CFA and his guest, 2aDays Founder and CEO Keirsten Sires as they discuss how credit unions can effectively reach out and connect with younger generations to expand …

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor”

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor”

The Verdict is In on the Sell Side- “The Responsibility of a Good Transaction Advisor” By Brian Goodhart – Director, M&A Advisory Services For many business owners, a transaction is a once-in-a-lifetime event, and stepping into this unfamiliar territory can be both exhilarating and overwhelming. This is where a seasoned transaction advisor steps in – …

To Build a More Perfect Credit Union Association?

To Build a More Perfect Credit Union Association?

By John Dearing In the latest issue of CU Insight, Capstone Managing Director John Dearing, discusses the importance of Credit Unions taking steps to understand the benefits and risks of crypto. Access the article here: www.cuinsight.com/investors-havent-abandoned-crypto-and-neither-should-credit-unions/ I’m still feeling the aftershocks of the seismic shift that occurred with the announcement of the proposed merger between the two leading …

The Verdict is In On the Sell Side: Why Do Business Owners Sell

The Verdict is In On the Sell Side: Why Do Business Owners Sell

Why Do Business Owners Sell? While owning a business offers numerous benefits, such as financial rewards and a sense of fulfillment, there comes a time when factors like retirement, burnout, and a shift in risk tolerance prompt business owners to consider selling. In this article, we will delve into key insights shared during our recent …

The Verdict is In on the Sell Side: An Honest Conversation about the Future of Your Business

The Verdict is In on the Sell Side: An Honest Conversation about the Future of Your Business

The Verdict is In on the Sell Side: An Honest Conversation about the Future of Your Business By Brian Goodhart, Director, M&A Advisory services Over the next few weeks, I’ll be sharing a series of posts based on my webinar series “The Verdict is In on the Sell Side” where we aim to address the …

The Verdict is In on the Sell Side – First Session Available

The Verdict is In on the Sell Side – First Session Available

Brian Goodhart, Director of M&A Advisory Services at Capstone, recently released his webinar series for legal professionals, “The Verdict is In on the Sell Side.” This six-part, monthly series was developed specifically for attorneys to assist them in guiding clients through the process of selling their business. The first session is now available: WATCH NOW …

Capstone Promotes Abigail Iaconis to Senior Analyst

Capstone Promotes Abigail Iaconis to Senior Analyst

Capstone is pleased to announce that Abigail Iaconis has been promoted to the position of Senior Analyst. In carrying out the duties of her new position, she will provide Capstone clients with creative solutions to issues which will help them overcome obstacles on their pathway to successful, inorganic growth. Abigail’s responsibilities will include conducting research …

Operations – The Fourth Variable in Your Selling Equation

Operations – The Fourth Variable in Your Selling Equation

Operations – The Fourth Variable in your Selling Equation By Brian Goodhart The essence of the Operational component of your selling equation is the fundamental question of whether the owner’s departure upon sale would cause a material disruption in the performance of the business. In a perfect world, a business owner would be able to …

Involvement – The Second Variable in Your Selling Equation

Involvement – The Second Variable in Your Selling Equation

Involvement – The Second Variable in Your Selling Equation By Brian Goodhart Involvement is perhaps one of the most complex and personal variables involved in the selling equation. Unlike valuation, there are no trained professionals in this field who use proven methods to arrive at a mathematically sound option. Involvement is inherently personal and as …

Brian Goodhart Joins Capstone

Brian Goodhart Joins Capstone

Capstone Strategic, Inc. is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. In this role with Capstone’s team of Growth Engineers, Brian works side-by-side with clients through the deal making process to develop actionable transition strategies that maximize value and create generational wealth. “We are very glad …

Tis The Season To Sell Your HVAC Business

Tis The Season To Sell Your HVAC Business

In the ACHR News, Capstone CEO and Founder David Braun offers up advice for owners in the HVAC industry interested in selling their businesses. For decades, family-owned HVACR companies have had succession plans established by birthright. When the current leadership retired, the predestined next in line, whether one relative or a few, took up the mantle for …

How to Align Your Workforce for Success

How to Align Your Workforce for Success

Capstone Founder and CEO David Braun shares his advice and experience for successfully bringing construction industry workforces together. Across the construction industry, mergers and acquisitions (M&A) deals have grown over the past two years. In 2021, deal volume grew by 14% over 2020 translating into deal values from $354 billion to $505 billion. Deal values …